Assets and Lazy Portfolios Short Term Returns

Last Update - Apr 03 2025 Eastern Time

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

Update time is Eastern Time (ET - America/New York).

Swipe left to see all data
 Monthly Return (%)
Return (%) as of Mar 25
Ticker Asset Class Apr 25 Time(ET) 1M 3M 6M
FLLA
Latin America 2.78 Apr 03 6.12 14.97 -3.74
TLT
US Long Term Treasuries 1.26 Apr 03 -1.20 4.94 -5.27
BND
US Total Bond Market 0.75 Apr 03 0.01 2.78 -0.38
BNDX
International Bonds 0.59 Apr 03 -1.18 -0.07 0.09
LQD
US Invest. Grade Bonds 0.58 Apr 03 -0.46 2.49 -1.70
TIP
US TIPS 0.53 Apr 03 0.68 4.26 1.08
BIL
US Cash 0.04 Apr 03 0.33 1.00 2.19
EMB
Emerg. Market Bonds -0.32 Apr 03 -1.15 2.67 -0.28
GLD
Gold -0.60 Apr 03 9.45 19.00 18.55
HYG
US High Yield Bonds -0.81 Apr 03 -1.09 1.23 1.11
VGK
Europe -0.85 Apr 03 0.42 11.07 0.27
EEM
Emerging Markets -1.67 Apr 03 1.13 4.50 -3.10
EFA
EAFE Stocks -1.73 Apr 03 0.18 8.09 -0.94
PFF
US Preferred Stocks -1.86 Apr 03 -2.99 -1.18 -4.56
CWB
US Convertible Bonds -2.08 Apr 03 -2.99 -1.32 1.12
VNQ
US REITs -2.78 Apr 03 -2.59 2.68 -5.20
VT
World All Countries -3.06 Apr 03 -3.52 -0.98 -2.09
VPL
Pacific -3.06 Apr 03 -0.27 2.57 -5.42
DBC
Commodities -3.38 Apr 03 2.27 5.24 6.43
QQQ
US Technology -3.89 Apr 03 -7.59 -8.14 -3.63
VTI
US Total Stock Market -3.96 Apr 03 -5.86 -4.83 -2.28
SPY
US Large Cap -4.06 Apr 03 -5.57 -4.27 -1.88
IJR
US Small Cap -5.42 Apr 03 -6.17 -8.97 -9.48
Legend: Stocks Fixed Income Commodities
Lazy Portfolios are not meant to be monitored frequently or valued for short-term returns.
Returns (in US Dollars) are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Live Returns (as of Apr 25) are calculated on the hypothesis of a newly built portfolio, with the expected asset allocation.

Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.

For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
Swipe left to see all data
 Monthly Return (%)
Return (%) as of Mar 25
Portfolio Author Apr 25 Time(ET) 1M 3M 6M
10-year Treasury 1.29 Apr 03 0.34 3.79 -0.99
Total Bond US 0.75 Apr 03 0.01 2.78 -0.38
Total Bond Developed World ex-US 0.59 Apr 03 -1.18 -0.07 0.09
All Country World Bonds 0.53 Apr 03 -0.58 1.77 -0.19
US Inflation Protection 0.53 Apr 03 0.68 4.26 1.08
Sheltered Sam 0/100 Bill Bernstein 0.42 Apr 03 0.54 2.64 1.33
Robo Advisor 0 Betterment 0.38 Apr 03 0.45 1.63 1.44
Short Term Treasury 0.34 Apr 03 0.44 1.56 1.48
Conservative Income Charles Schwab 0.24 Apr 03 -0.06 2.35 0.41
Developed World ex-US 20/80 0.18 Apr 03 -0.94 1.30 -0.32
Robo Advisor 10 Value Tilt Betterment 0.06 Apr 03 0.04 1.63 0.89
US Cash 0.04 Apr 03 0.33 1.00 2.19
Sheltered Sam 10/90 Bill Bernstein 0.02 Apr 03 0.22 2.42 0.98
LifeStrategy Income Fund Vanguard -0.03 Apr 03 -0.93 1.44 -0.50
Developed World ex-US 40/60 Momentum -0.08 Apr 03 -0.80 2.68 0.09
Stocks/Bonds 20/80 Momentum -0.11 Apr 03 -1.51 1.76 -0.04
Cockroach Portfolio Tony Dong -0.15 Apr 03 1.49 7.74 2.37
All Country World 20/80 -0.18 Apr 03 -1.17 1.22 -0.55
Stocks/Bonds 20/80 -0.19 Apr 03 -1.15 1.26 -0.55
Developed World ex-US 40/60 -0.24 Apr 03 -0.70 2.67 -0.72
Ulcer Free Strategy Aim Ways -0.25 Apr 03 -0.35 2.22 1.94
Robo Advisor 20 Value Tilt Betterment -0.27 Apr 03 -0.38 1.62 0.34
Edge Select Conservative Merrill Lynch -0.32 Apr 03 -0.75 1.27 0.10
Dimensional Retirement Income Fund DFA -0.32 Apr 03 -0.50 1.99 0.53
Sheltered Sam 20/80 Bill Bernstein -0.37 Apr 03 -0.10 2.20 0.63
High Yield Bonds Income The Lazy Team -0.37 Apr 03 -1.28 1.81 -0.61
Developed World ex-US 60/40 Momentum -0.41 Apr 03 -0.61 4.05 0.16
Larry Portfolio Larry Swedroe -0.45 Apr 03 -0.29 1.20 -1.44
Simplified Permanent Portfolio The Lazy Team -0.50 Apr 03 1.21 5.44 3.85
PISI Portfolio Davide Pisicchio -0.55 Apr 03 -0.60 2.59 0.84
Gold -0.60 Apr 03 9.45 19.00 18.55
Paul Boyer Portfolio Paul Boyer -0.64 Apr 03 1.69 5.82 2.26
Developed World ex-US 60/40 -0.65 Apr 03 -0.46 4.04 -1.11
Desert Portfolio Gyroscopic Investing -0.69 Apr 03 -0.40 2.13 1.63
Rob Arnott Portfolio Rob Arnott -0.72 Apr 03 -0.94 2.36 -0.88
Desert Portfolio with Bitcoin Gyroscopic Investing -0.73 Apr 03, 09:57PM -0.64 1.52 2.33
Sheltered Sam 30/70 Bill Bernstein -0.76 Apr 03 -0.42 1.98 0.29
LifeStrategy Conservative Growth Vanguard -0.77 Apr 03 -1.52 0.95 -0.79
Edge Select Moderately Conservative Merrill Lynch -0.80 Apr 03 -1.54 0.78 -0.66
Gold Pivot Ptf Aim Ways -0.81 Apr 03 1.67 5.65 6.24
Permanent Portfolio Harry Browne -0.81 Apr 03 0.82 5.03 3.65
Lifepath Fund iShares -0.83 Apr 03 -1.39 1.28 -0.92
Global Market Portfolio Credit Suisse -0.83 Apr 03 -1.56 1.77 -1.91
All Weather Portfolio Ray Dalio -0.84 Apr 03 -1.21 2.76 -0.34
European Stocks -0.85 Apr 03 0.42 11.07 0.27
Permanent Portfolio with Bitcoin Harry Browne -0.86 Apr 03, 09:57PM 0.58 4.42 4.37
All Weather Portfolio with Bitcoin Ray Dalio -0.86 Apr 03, 09:57PM -1.37 2.29 0.53
Eliminate Fat Tails Larry Swedroe -0.86 Apr 03 -0.36 1.17 -0.76
GAA Global Asset Allocation Mebane Faber -0.89 Apr 03 -0.87 2.86 -0.35
Margherita Portfolio Davide Pisicchio -0.90 Apr 03 -0.62 1.94 1.64
All Country World 40/60 -0.90 Apr 03 -1.76 0.67 -0.92
Odd-Stats Strategy Aim Ways -0.96 Apr 03 -1.17 2.00 1.13
Stocks/Bonds 40/60 Momentum -0.96 Apr 03 -3.02 0.75 0.15
US Stocks Minimum Volatility -1.05 Apr 03 -0.62 5.85 3.41
Developed World ex-US 80/20 -1.06 Apr 03 -0.23 5.42 -1.49
Developed World ex-US Stocks Momentum -1.08 Apr 03 -0.25 6.79 0.40
Four Square Scott Burns -1.08 Apr 03 -1.45 1.34 -0.54
Aim comfortable trip Aim Ways -1.13 Apr 03 0.21 3.22 2.69
Stocks/Bonds 40/60 -1.13 Apr 03 -2.31 -0.26 -0.84
Sheltered Sam 40/60 Bill Bernstein -1.15 Apr 03 -0.74 1.75 -0.05
Stocks/Bonds 40/60 with Bitcoin -1.16 Apr 03, 09:57PM -2.30 -0.48 0.23
Stocks/Bonds 40/60 ESG -1.19 Apr 03 -2.62 -1.05 -1.20
Robo Advisor 50 Value Tilt Betterment -1.27 Apr 03 -1.48 1.49 -0.99
Sandwich Portfolio Bob Clyatt -1.28 Apr 03 -1.31 0.82 -1.66
Dynamic 40/60 Income The Lazy Team -1.32 Apr 03 -2.12 -0.11 -0.82
Marc Faber Portfolio Marc Faber -1.33 Apr 03 1.12 6.27 2.85
Shield Strategy Aim Ways -1.37 Apr 03 -0.37 2.89 2.90
Four Seasons Portfolio Davide Pisicchio -1.38 Apr 03 -1.25 1.17 1.39
Edge Select Moderate Merrill Lynch -1.41 Apr 03 -2.02 0.29 -1.06
Five Fold Scott Burns -1.42 Apr 03 -1.69 1.61 -1.49
Nano Portfolio John Wasik -1.44 Apr 03 -1.48 2.60 -1.34
Ultimate Buy&Hold FundAdvice -1.44 Apr 03 -0.68 2.06 -1.45
In Saecula Saeculorum Fulvio Marchese -1.46 Apr 03 -1.55 1.01 0.83
Developed World ex-US Stocks -1.48 Apr 03 -0.01 6.79 -1.86
Simple and Cheap Time Money Inc -1.48 Apr 03 -2.02 0.84 -1.44
Simple Money Portfolio Tim Maurer -1.49 Apr 03 -0.67 2.11 -1.18
LifeStrategy Moderate Growth Vanguard -1.50 Apr 03 -2.11 0.47 -1.08
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.54 Apr 03 -0.86 4.04 -0.29
Sheltered Sam 50/50 Bill Bernstein -1.55 Apr 03 -1.06 1.53 -0.39
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -1.60 Apr 03 2.77 9.65 5.45
All Country World 60/40 -1.62 Apr 03 -2.34 0.12 -1.30
Margaritaville Scott Burns -1.66 Apr 03 -1.59 1.74 -0.72
Emerging Markets Stocks -1.67 Apr 03 1.13 4.50 -3.10
Tilt Toward Value Time Money Inc -1.67 Apr 03 -2.18 0.42 -1.69
Couch Potato Scott Burns -1.71 Apr 03 -2.55 -0.29 -0.27
Aggressive Global Income The Lazy Team -1.73 Apr 03 -0.60 2.56 0.18
Gretchen Tai Portfolio Gretchen Tai -1.75 Apr 03 -1.75 1.69 -1.79
Golden Butterfly Tyler -1.78 Apr 03 -0.51 2.15 1.09
Capricciosa Portfolio Davide Pisicchio -1.78 Apr 03 -2.38 -0.47 0.18
Andrew Tobias Portfolio Andrew Tobias -1.78 Apr 03 -1.70 1.61 -0.29
Dynamic 60/40 Income The Lazy Team -1.81 Apr 03 -2.41 -0.11 -1.81
Stocks/Bonds 60/40 Momentum -1.82 Apr 03 -4.52 -0.27 0.22
Golden Butterfly with Bitcoin Tyler -1.82 Apr 03, 09:57PM -0.75 1.54 1.78
Yale Endowment David Swensen -1.83 Apr 03 -2.00 1.39 -1.67
Lazy Portfolio David Swensen -1.83 Apr 03 -1.94 1.27 -1.68
One-Decision Portfolio Marvin Appel -1.83 Apr 03 -2.25 -0.51 -1.85
Weird Portfolio Value Stock Geek -1.92 Apr 03 0.23 4.26 -0.79
7Twelve Portfolio Craig Israelsen -1.93 Apr 03 -0.81 1.57 -0.10
Sheltered Sam 60/40 Bill Bernstein -1.94 Apr 03 -1.38 1.31 -0.73
Pinwheel Tyler -1.94 Apr 03 -0.60 2.77 -0.16
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.95 Apr 03 -2.49 0.67 -1.42
Big Rocks Portfolio Larry Swedroe -1.97 Apr 03 -1.49 0.28 -1.53
Coffeehouse Bill Schultheis -1.97 Apr 03 -2.23 -0.08 -2.69
Edge Select Moderately Aggressive Merrill Lynch -1.99 Apr 03 -2.56 -0.24 -1.24
Talmud Portfolio Roger Gibson -2.00 Apr 03 -2.79 0.21 -2.36
Ideal Index Frank Armstrong -2.01 Apr 03 -1.44 1.10 -2.04
Late Sixties and Beyond Burton Malkiel -2.03 Apr 03 -2.18 1.21 -1.60
Coward's Portfolio Bill Bernstein -2.05 Apr 03 -1.91 -0.17 -1.56
Stocks/Bonds 60/40 -2.07 Apr 03 -3.49 -1.79 -1.23
Stocks/Bonds 60/40 with Bitcoin -2.10 Apr 03, 09:57PM -3.47 -2.00 -0.23
All Weather Portfolio 2x Leveraged Ray Dalio -2.12 Apr 03 -2.15 5.22 -2.73
Stocks/Bonds 60/40 ESG -2.13 Apr 03 -3.96 -2.82 -1.73
Stocks/Bonds 40/60 2x Leveraged -2.14 Apr 03 -4.16 -0.77 -4.28
Pepperoni Portfolio Davide Pisicchio -2.17 Apr 03 -3.62 -2.36 -1.02
Five Asset Roger Gibson -2.18 Apr 03 -1.20 2.20 -0.56
Gone Fishin' Portfolio Alexander Green -2.19 Apr 03 -1.29 1.60 -1.74
Ivy Portfolio Mebane Faber -2.20 Apr 03 -1.07 2.24 -0.19
LifeStrategy Growth Fund Vanguard -2.23 Apr 03 -2.70 -0.02 -1.39
Robo Advisor 80 Value Tilt Betterment -2.27 Apr 03 -2.15 0.84 -1.77
Mid-Fifties Burton Malkiel -2.27 Apr 03 -2.30 1.17 -1.74
Three Funds Bogleheads -2.27 Apr 03 -2.75 -0.06 -1.41
Four Funds Bogleheads -2.30 Apr 03 -2.68 0.08 -1.26
Core Four Rick Ferri -2.33 Apr 03 -2.87 -0.11 -1.68
Sheltered Sam 70/30 Bill Bernstein -2.33 Apr 03 -1.70 1.09 -1.06
All Country World 80/20 -2.34 Apr 03 -2.93 -0.43 -1.69
Family Taxable Portfolio Ted Aronson -2.36 Apr 03 -2.29 -0.10 -3.36
Dedalo Eleven Dedalo Invest -2.38 Apr 03 -3.05 -0.77 -1.66
Six Ways from Sunday Scott Burns -2.38 Apr 03 -0.80 2.99 0.10
Robust Alpha Architect -2.42 Apr 03 -2.44 1.37 0.13
Late Thirties to Early Forties Burton Malkiel -2.42 Apr 03 -2.38 1.01 -1.71
Cape US Sector Value Robert Shiller -2.44 Apr 03 -3.86 1.41 3.43
Mid-Twenties Burton Malkiel -2.47 Apr 03 -2.37 1.00 -1.75
Perfect Portfolio Ben Stein -2.49 Apr 03 -2.01 0.78 -0.75
Seven Value Scott Burns -2.53 Apr 03 -1.05 2.92 0.10
Edge Select Aggressive Merrill Lynch -2.55 Apr 03 -3.02 -0.78 -1.59
Long Term Portfolio Ben Stein -2.56 Apr 03 -2.38 0.10 -1.89
No Brainer Portfolio Bill Bernstein -2.57 Apr 03 -2.71 -1.45 -2.71
Robo Advisor 90 Value Tilt Betterment -2.63 Apr 03 -2.38 0.65 -1.97
Stocks/Bonds 80/20 Momentum -2.68 Apr 03 -5.99 -1.29 0.18
Sheltered Sam 80/20 Bill Bernstein -2.72 Apr 03 -2.01 0.87 -1.39
Second Grader's Starter Paul Farrell -2.75 Apr 03 -3.34 -0.83 -1.59
Simple Path to Wealth JL Collins -2.78 Apr 03 -4.37 -2.93 -1.58
Dedalo Four Dedalo Invest -2.82 Apr 03 -4.33 -2.92 -1.68
Ultimate Buy and Hold Strategy Paul Merriman -2.92 Apr 03 -1.54 1.56 -3.05
Stocks/Bonds 80/20 -3.02 Apr 03 -4.67 -3.31 -1.71
Robo Advisor 100 Value Tilt Betterment -3.05 Apr 03 -2.56 0.81 -1.92
All Country World Stocks -3.06 Apr 03 -3.52 -0.98 -2.09
Sheltered Sam 90/10 Bill Bernstein -3.11 Apr 03 -2.33 0.64 -1.72
Warren Buffett Portfolio Warren Buffett -3.31 Apr 03 -5.16 -3.78 -1.37
Diavola Portfolio Davide Pisicchio -3.47 Apr 03 -5.64 -4.94 -2.21
Sheltered Sam 100/0 Bill Bernstein -3.51 Apr 03 -2.64 0.42 -2.04
Golden Butterfly 2x Leveraged Tyler -3.53 Apr 03 -0.21 3.94 -0.06
US Stocks Momentum -3.53 Apr 03 -7.45 -2.31 0.04
US Stocks Quality -3.67 Apr 03 -5.67 -3.82 -4.19
Dedalo Three Dedalo Invest -3.69 Apr 03 -5.15 -3.68 -2.18
Talmud Portfolio 2x Leveraged Roger Gibson -3.74 Apr 03 -5.39 0.08 -7.25
US Stocks Value -3.81 Apr 03 -2.97 0.07 -2.41
US Stocks Equal Weight -3.87 Apr 03 -3.40 -0.67 -2.50
Technology -3.89 Apr 03 -7.59 -8.14 -3.63
US Stocks -3.96 Apr 03 -5.86 -4.83 -2.28
US Stocks ESG -4.00 Apr 03 -6.69 -6.36 -3.11
Stocks/Bonds 60/40 2x Leveraged -4.04 Apr 03 -6.62 -3.96 -5.07
Ark Tech Portfolio Cathie Wood -4.16 Apr 03 -12.78 -13.64 1.95